Rivian Raised Guidance to 67,000-70,000 Deliveries. Here's the Q4 Number the R2 Ramp Must Hit -- and What the Stock Does if It Doesn't.
Published . Updated .
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This report does not map to a usual set of affected companies.
Directly affected
- RIVN Rivian Automotive, Inc. / DE
Named in this report.
Indirectly affected
- XLY Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR holds the consumer sector that Rivian Automotive belongs to, so it often moves with news about it.
- TSLA Tesla
Tesla is a peer of Rivian Automotive in motor vehicles and passenger car bodies; rivals often move on the same news.
- GM General Motors
General Motors is a peer of Rivian Automotive in motor vehicles and passenger car bodies; rivals often move on the same news.
- PCAR Paccar
Paccar is a peer of Rivian Automotive in motor vehicles and passenger car bodies; rivals often move on the same news.
- F Ford Motor
Ford Motor is a peer of Rivian Automotive in motor vehicles and passenger car bodies; rivals often move on the same news.
- OSK Oshkosh
Oshkosh is a peer of Rivian Automotive in motor vehicles and passenger car bodies; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| RIVN | -10.57% | -13.00% | base | +0.57% | +6.52% | +0.61% | +3.18% |
| XLY | -2.29% | -1.67% | base | -0.69% | +3.55% | -0.68% | -0.50% |
| TSLA | +0.89% | -0.15% | base | -1.42% | -4.44% | -15.04% | -11.32% |
| GM | -10.41% | -4.70% | base | -1.78% | +2.77% | -1.11% | -4.17% |
| PCAR | +0.90% | -0.45% | base | -0.77% | +3.28% | +1.64% | -0.80% |
| F | -6.94% | -2.06% | base | -2.46% | +0.56% | -1.23% | -1.19% |
| OSK | -7.70% | -7.06% | base | -1.77% | -1.39% | -5.94% | -7.58% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Rivian Raised Guidance to 67,000-70,000 Deliveries. Here's the Q4 Number the R2 Ramp Must Hit -- and What the Stock Does if It Doesn't. Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| F | that day | -2.46% | final price |
| F | the next day | +0.56% | final price |
| F | two days later | -1.23% | final price |
| F | three days later | -1.19% | final price |
| F | three days earlier | -2.06% | final price |
| F | five days earlier | -6.94% | final price |
| GM | that day | -1.78% | final price |
| GM | the next day | +2.77% | final price |
| GM | two days later | -1.11% | final price |
| GM | three days later | -4.17% | final price |
| GM | three days earlier | -4.70% | final price |
| GM | five days earlier | -10.41% | final price |
| OSK | that day | -1.77% | final price |
| OSK | the next day | -1.39% | final price |
| OSK | two days later | -5.94% | final price |
| OSK | three days later | -7.58% | final price |
| OSK | three days earlier | -7.06% | final price |
| OSK | five days earlier | -7.70% | final price |
| PCAR | that day | -0.77% | final price |
| PCAR | the next day | +3.28% | final price |
| PCAR | two days later | +1.64% | final price |
| PCAR | three days later | -0.80% | final price |
| PCAR | three days earlier | -0.45% | final price |
| PCAR | five days earlier | +0.90% | final price |
| RIVN | that day | +0.57% | final price |
| RIVN | the next day | +6.52% | final price |
| RIVN | two days later | +0.61% | final price |
| RIVN | three days later | +3.18% | final price |
| RIVN | three days earlier | -13.00% | final price |
| RIVN | five days earlier | -10.57% | final price |
| TSLA | that day | -1.42% | final price |
| TSLA | the next day | -4.44% | final price |
| TSLA | two days later | -15.04% | final price |
| TSLA | three days later | -11.32% | final price |
| TSLA | three days earlier | -0.15% | final price |
| TSLA | five days earlier | +0.89% | final price |
| XLY | that day | -0.69% | final price |
| XLY | the next day | +3.55% | final price |
| XLY | two days later | -0.68% | final price |
| XLY | three days later | -0.50% | final price |
| XLY | three days earlier | -1.67% | final price |
| XLY | five days earlier | -2.29% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Pete Sessions sold Tesla (TSLA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold General Motors (GM), worth $1,001 - $15,000 on 24 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Paccar (PCAR) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Paccar (PCAR) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Ford Motor (F), worth $1,001 - $15,000 on 31 Aug 2026. That is 64 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Ford Motor (F) (held by a dependent child), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 4 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Rivian Raised Guidance to 67,000-70,000 Deliveries. Here's the Q4 Number the R2 Ramp Must Hit -- and What the Stock Does if It Doesn't.” scores 12 out of 100. The score uses 1 sources.